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How to move Opportunities automatically in Infusionsoft / Keap Classic

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opportunity infusionsoft keap max classic

Sometimes when using Opportunity records in the Sales Pipeline (in Infusionsoft / Keap Classic) you may want to automatically move them from one stage to another. How do you move Opportunities automatically in Infusionsoft / Keap Classic? As an example - say an opportunity has been in the Working stage for a long time and the salesperson has not moved them to say the Lost stage. Rather than hav...
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Email Deliverability Top Tips

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Are you concerned about your Keap / Infusionsoft email deliverability? If you are then the first conclusion you will likely come to is that it is Keap / Infusionsofts' fault. However, the days of blasting out emails to your list are long gone. Back in the 1990's you could get away with it. But not today, the ISPs like Gmail, Hotmail, Office 365 etc are much smarter with their filters and if...
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Mailchimp implementation in the UK. Do you need help from a marketing automation consultant?

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Are you a Mailchimp user in the UK looking for email marketing implementation help? Since 2009 I have specialised in marketing automation using tools such as MailChimp, Keap / Infusionsoft and ActiveCampaign. What I have found working with hundreds of small business clients is that before choosing any system it is essential that you have a clear strategy that will effectively guide you throu...
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Making Websites Win by Karl Banks & Ben Jesson – founders of Conversion Rate Experts ⭐⭐⭐⭐⭐

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If you are looking to get the most sales from your website then you need to read this book, Making Websites Win from Conversion Rate Experts. It is full of actionable learnings on how to go about scientifically optimising not just your website but all aspects of your business. I am grateful to Nigel Botterill from The Entrepreneurs Circle for recommending that I read this book. The amazi...
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Xero and Keap / Infusionsoft integration using Zapier

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Hi All, Just to show I practice what I preach. On my website, I offer a copy of my book for free where you just pay the postage and packaging. So using the Keap / Infusionsoft order form I take the order. Then Stripe is integrated to collect the card payment. So all good. And then Stripe pushes the £4.95 payment (less the Stripe commission) into my bank account, and then finally I see it ...
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Birthday card direct mail campaign

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I just received this birthday card direct mail piece. Did you know that you can do 100% automated direct mail campaigns with Keap / Infusionsoft. Not only the regular A4 letter type of direct mail. But also postcards and greeting cards - imagine being able to send loyal customers a birthday card or Christmas greeting card on autopilot. For more details on direct mail automation...
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Considering a CRM for your replacement uPVC window business?

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So you are considering a CRM for your replacement uPVC window business? Implementing the right CRM for your replacement uPVC window business will not only increase sales but also save time. Benefits of a CRM system Maintain a centralized database Manage all communication and interactions with prospects and customers Sales and Marketing Automation Post Sale Automation A good...
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LearnDash and Keap / Infusionsoft integration with Memberium

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I have just been working with a client on a LearnDash and Infusionsoft project. So LearnDash is the LMS and hosts all the course content while Infusionsoft is the CRM / Marketing Automation/subscription management/payment collection system. And Memberium is the glue that connects the two together. LearnDash Overview LearnDash is a feature-rich WordPress LMS that provides cutting edge elearning...
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Revive Old Posts – WordPress Plug In

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If you are regularly creating content in your WordPress website or blog then over time you will build up a huge library of content - I am currently on over 600 blog posts. This will be especially true if you have read and following the principles outlined by Marcus Sheridan in his excellent book - They Ask, You Answer. Anyway, it is a shame that these blog posts become less and less visible as ...
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Tracking offline sales conversions back to Google Ads spend using Keap / Infusionsoft

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I have just been working with a client to solve tracking offline sales conversions to his Google Ads account and to specific keywords. So he can work out how best to spend advertising budget in the future. So he spends budget on Google Ads and that brings in typically phone calls and onsite visits. It may then take a number of months before they convert. The simple solution we came up with -...
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What the Thryv Takeover of Keap Means for Small Business Owners

The recent acquisition of Keap by Thryv marks a significant shift in the CRM and small business software landscape. For many Keap users, this merger brings up key questions about platform integration, product evolution, and the potential for new tools. In this post, I’ll walk through what this change means and what small business owners should expect. Why the Merger? Thryv, known for its comprehensive business management solutions, has strategically acquired Keap to expand its reach among small businesses looking for robust yet accessible CRM systems. Keap’s user-friendly automation features, coupled with Thryv’s broader suite, means enhanced capabilities for current and future clients. What Changes to Expect For current Keap users, you can expect gradual changes, likely with added features and expanded integrations. Thryv’s emphasis on streamlining business operations suggests more tools to simplify client interactions, appointments, and marketing processes. Is This Good News for Keap Users? Absolutely. Thryv’s resources and support structures will likely bring increased development and security to the platform. While there may be a transition period, the overall integration should enhance Keap’s tools and provide access to new solutions without losing the functionality and simplicity Keap users rely on. Looking Forward Change can be daunting, but this merger could offer significant advantages for small business owners looking for reliable CRM solutions. Thryv’s larger framework could make automation and client engagement even easier to manage, with new possibilities for growth and scalability. For any small business looking to stay on top of client management, this merger might just be the beginning of an era where user needs are met more effectively than ever before. Stay tuned as I continue to follow these developments, keeping you informed about how they impact your CRM strategy.
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Free Google Review Card with NFC and QR code – ReviewBoost-Pro

Do you want to capture more Google Reviews from your customers? Do you interact with your customers face to face? Say in a restaurant, shop, dental practice etc etc? If yes, then a Google Review card makes it super easy to ask for and capture Google reviews from your happy customers. It all starts with a ReviewBoost-Pro NFC / QR code enabled card. Simply tap the card on the customers phone – or scan the QR code and your Google My Business review page pops up immediately. So making it really easy to ask happy customers there and then for a Google Review. Want to give it a try? Get a free card – just pay £2 towards postage and packing. (one card per customer/company)
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Julian launches a new tool to get Google Reviews – ReviewBoost-Pro

Julian has just launched a new tool to make it easy for businesses to ask for and capture Google reviews. It is called ReviewBoost-Pro. It all starts with a NFC / QR code enabled card. Simply tap the card on the customers phone – or scan the QR code and your Google My Business review page pops up immediately. So making it really easy to ask happy customers there and then for a Google Review. For more information please visit ReviewBoost-Pro.com
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How to Migrate from Wix to HighLevel: A Step-by-Step Guide

Are you ready to take your business to the next level by transitioning from Wix to HighLevel? This migration guide will help you make the switch smoothly, enabling you to enjoy HighLevel’s advanced marketing automation and CRM capabilities. Step 1: Prepare for the Migration Before diving into the process, take stock of your existing Wix site. Audit your website content, assets, and integrations. Identify which features need to be transferred and ensure you have backups of key data like forms, blog posts, and customer information. Step 2: Set Up HighLevel Start by creating your HighLevel account. Set up your subdomain, customize your funnels, and configure your pipelines. HighLevel’s intuitive interface makes it easy to replicate or improve upon your existing site structure. Step 3: Transfer Content and Assets Manually transfer your website’s critical content, such as service pages, contact forms, and images, into HighLevel’s drag-and-drop page builder. For blogs, use HighLevel’s blog feature to host your posts, optimizing them for performance and SEO. Step 4: Rebuild Forms and Automations HighLevel’s automation tools are more robust than Wix’s, so this is your chance to upgrade. Recreate your forms and workflows in HighLevel’s system, ensuring a seamless experience for your leads and customers. Step 5: Test Before Going Live Thoroughly review your migrated site. Test your forms, automations, and integrations to make sure everything functions as expected. HighLevel’s all-in-one platform means you can consolidate and streamline multiple tools, giving you a competitive edge. Step 6: Launch Your New HighLevel Site Once satisfied, point your domain to HighLevel and go live! Your business will now benefit from enhanced functionality and a platform built for growth. By following this guide, you can ensure a seamless migration from Wix to HighLevel while unlocking the full potential of this powerful platform. For the full detailed migration guide, please visit this link: Wix to HighLevel Migration Guide If you need any further pointers I would be happy to get on a quick discovery call. If you have yet to set up a HighLevel account then I suggest you reach out to MarketerM8. They are a HighLevel agency that can support you during the set up phase. Check out MarketerM8 here.
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Why expensive “Guru” Cookie-Cutter Strategies and Templates Don’t Work for Your Business

You’ve seen them: the gurus in your industry flashing their fancy cars, designer watches, and million-dollar homes. They’ve got the “winning system” and are more than happy to sell you the so-called “secrets” behind their success. But here’s the harsh reality: these cookie-cutter solutions rarely, if ever, work. Take it from my client, John (name changed, but the story is 100% real). John came to me after years of frustration. He was exhausted. He’d followed every step the gurus laid out—buying courses, bought that latest software tools, buying Keap campaign templates, copying HighLevel snapshots. You name it, John had tried it. Every guru promised the same thing: “Just follow this blueprint, and you’ll be making six figures in no time.” (As an aside – as soon as a potential JV partner, affiliate etc says “we will make a fortune together then run a mile – they will never deliver) So John did. He followed every script, every formula. No shortcuts. And guess what happened? Nothing. Each time, it flopped. Over and over again. John wasn’t just disappointed—he was on the verge of giving up. His business wasn’t just stagnant; it was going backward. He was wasting time and burning through money, trying to force-fit his business into someone else’s mould. Here’s the thing: These “winning systems” may have worked for the gurus, but they’re not built for your business, your audience, or your goals. (Often the winning system is the system that sold you on buying the winning system – and that is now what you sell.) Every business is different, and what works for one person often fails for another. Yet, that’s exactly what John had been doing—forcing his unique business into a generic template. And it was costing him more than just money—it was draining his energy, his time, and his sanity. When John came to me, we took a step back. We stopped trying to squeeze his business into a one-size-fits-all solution. Instead, we created a personalized plan, tailored to his strengths, his audience, and his vision. Within just a few months, John saw results that completely turned things around. He went from feeling like he was drowning to generating more income in a week than he had in months. That’s what happens when you ditch the cookie-cutter formulas. I’ve spent the last 20 years learning and studying the stratergies and tactics the “gurus” preach—and yes, there’s value in understanding them. But the difference is, I don’t just copy and paste. I apply the right mix of strategies that work for your specific business. If you’re tired of following cookie-cutter formulas that don’t work, I’m here to help. I don’t believe in one-size-fits-all solutions—I believe in your solution. Let’s sit down, look at where you are, and create a plan that actually works for you. If you’re ready to stop wasting time on ineffective tactics, I’d love to chat. Let’s schedule a Discovery call and find the right path forward for your business. You can book a Discover Call here.
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Industrial Espionage on the cheap – a nice little growth hack

I was just reading my recent copy of The Circular (Issue 168, page 27) from the Entrepreneur’s Circle and had to chuckle at this smart little growth hack. Nick Jenkins who founded Moonpig.com was telling EC members how he had grown his business from £2.5M to £45M. He was looking to scale and had discounted TV advertising as too expensive. But he noticed one of his competitors was using TV. So in a nutshell by placing a regular order for a greetings card from the competitor and recording the order number he was able to get a good estimate on the number of sales they were doing. (Because most companies accounting systems use a sequential ordering number.) And from this and making informed assumptions he was able to work back that the average cost per customer was £10, which was the magic number. And so this gave him to confidence to throw £50,000 into a TV advert. And the rest as they say is history. This is just one example how over the past 5 years the EC has made me a smarter entrepreneur and positively impacted on my business growth – try for yourself and take a look at The Entrepreneurs Circle, they even do a free trial.
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Author:

How to move Opportunities automatically in Infusionsoft / Keap Classic

Email Deliverability Top Tips

Mailchimp implementation in the UK. Do you need help from a marketing automation consultant?

Making Websites Win by Karl Banks & Ben Jesson – founders of Conversion Rate Experts ⭐⭐⭐⭐⭐

Xero and Keap / Infusionsoft integration using Zapier

Birthday card direct mail campaign

Considering a CRM for your replacement uPVC window business?

LearnDash and Keap / Infusionsoft integration with Memberium

Revive Old Posts – WordPress Plug In

Tracking offline sales conversions back to Google Ads spend using Keap / Infusionsoft

Selling to Serve – James Asford – GoProposal

Have you read ‘They Ask You Answer’ by Marcus Sheridan ⭐⭐⭐⭐⭐

Outrageous Multi-Step Marketing Campaigns That Are Outrageously Successful by Bill Glazer

Making Websites Win by Karl Banks & Ben Jesson – founders of Conversion Rate Experts ⭐⭐⭐⭐⭐

Have you read “The Ultimate Sales Machine” by Chet Holmes ⭐⭐⭐⭐⭐

Book Review – Duct Tape Marketing by John Jantsch ⭐⭐⭐⭐⭐

Clockwork: Design Your Business to Run Itself by Mike Michalowicz ⭐⭐⭐⭐⭐

Jordan Belforts Straight Line Selling methodology applied to Keap / Infusionsoft marketing

Top 10 Marketing Business Books for Entrepreneurs ⭐⭐⭐⭐⭐

‘Work the System’ by Sam Carpenter

Learn why entrepreneurs want me to work with them?

Within a year I enabled Celia to more than double the size of her wedding venue business, take on staff and have free time for holidays!